+107.2%
APA vs EMB
+0.7%
+106.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.0% | -7.9% | -3.9% |
| 7D | -13.0% | +0.7% | -13.7% | -11.0% |
| 30D | +2.0% | +2.3% | -0.4% | +9.2% |
| 3M | +24.9% | -2.5% | +27.4% | +15.2% |
| 6M | +7.2% | -1.1% | +8.3% | +4.4% |
| YTD | +87.1% | -0.6% | +87.7% | +82.4% |
| 1Y | +107.2% | +0.6% | +106.5% | +97.2% |
| All | +107.2% | +0.7% | +106.5% | +97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling